How does Blakely Wealth Management summarize their business?

Invest Well. Manage Well. Live Well. Blakely Wealth Management’s focus is on the client-experience, and ensuring their clients’ investment portfolios are taken care of to the point where they can enjoy their lives, accomplish their goals, achieve their financial well-being, and leave a legacy.

How does Blakely Wealth Management’s clients describe their service?
Trustworthy, insightful, dedicated, and disciplined.

Why should you invest with Blakely Wealth Management?

Blakely Wealth Management has been a top senior wealth advisor team at ScotiaMcLeod for a decade, and has built their tremendous success based on Derek Blakely, the founder and main strategist of Blakely Wealth Management, and his conservative approach to ensure clients' long-term goals are met. Derek's focus on the customer-care philosophy and his investment approach have been recognized throughout the industry. Moreover, Derek’s passion for the business continues to inspire his team and he regularly presents his commitment to an enhanced level of client-service nationwide; which has brought him industry-wide notoriety.

How can Blakely Wealth Management’s commitment to their clients be described?

Blakely Wealth Management is able to provide highly personalized service to their clients by designating each client to an investment specialist on the team, even though all team members are qualified to provide assistance. Blakely Wealth Management offers more than 40 years of team experience that is at the clients’ disposal.
In addition, the strategic plan for each client is reviewed annually during an in-depth client meeting. Blakely Wealth Management is known industry-wide for their remarkable client-servicing process.

What services does Blakely Wealth Management provide their clients?

One of Blakely Wealth Management’s specialties is creating customized financial solutions that meet their clients’ individual financial needs. This consists of offering beneficial services such as:

• Financial Planning,
• Will and estate planning,
• Blakely Wealth Management Seminar Series,
• Philanthropic Advisory Series

What process does Blakely Wealth Management have in place to create a client’s financial strategy?
Through a Six-Step Process that includes the client every step of the way:

1. Discovery Session,
2. Create a Plan,
3. Build a portfolio,
4. Ongoing Portfolio Management,
5. Ongoing Contact,
6. Refine to reflect changing situations

What differentiates Blakely Wealth Management’s investment process from other senior wealth advisor teams?

Blakely Wealth Management builds their clients’ portfolios with individual securities, giving them the flexibility to react quickly to market shifts. Blakely Wealth Management actively manages Fixed Income, Preferred Shares, and Common Equities; and advises their clients on other areas such as Private Equity and Alternative Strategies.

How does Blakely Wealth Management determine the investment selection and review process for their clients’ portfolios?

• Reviewing Securities - A disciplined process that starts with superior ongoing due diligence that ensures all markets and all opportunities are explored for each client.
• Choosing the Right Securities – Our selection process focuses on well-established companies that pay regular dividends. Blakely Wealth Management invests in companies that they actively research, and have good long-term prospects, which allows them to pay regular income to their clients.
• Ongoing Review – Consistent, on-going monitoring of client portfolios where changes are made when valuation parameters or changing investment conditions emerge.
• Ongoing Communication – Transparent, fully disclosed process that includes regular contact with clients to discuss their portfolios and/or current market conditions.

What fee structures does Blakely Wealth Management offer their clients?

Most of Blakely Wealth Management’s clients take advantage of their Fee-based platform since it eliminates trade commissions, and clients appreciate that trade recommendations are based solely on market conditions. This transparent structure is potentially tax deductible for clients, and it offers, in many cases, approximately half the amount of management fees of other traditional money management options such as mutual funds and wrap accounts. Blakely Wealth Management also offers discretionary trading accounts that allow their clients to focus on other facets of their lives, knowing that their portfolios are being professionally managed.

What is Blakely Wealth Management Family Office?

Blakely Wealth Management Family Office acts like a personal CEO for a family and will oversee all aspects of their financial well-being. Blakely Wealth Management Family Office offers significant services such as Portfolio Management, Will and Estate Planning, Insurance Planning, Philanthropic Planning, Private Banking, and Tax Planning.